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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,421 | $183,627-77.4% | $155,602-73.4% | $145,978-71.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.66% | 61.32%-48.7pp | 64.81%-52.1pp | 550.52%-537.9pp |
| Employer contribution / active EE | $3,183 | $5,316-40.1% | $4,675-31.9% | $4,662-31.7% |
| Participant deferral / active EE | $3,472 | $6,466-46.3% | $5,629-38.3% | $6,690-48.1% |
| Admin fee / account holder | $1,394 | $19,327-92.8% | $15,923-91.2% | $13,400-89.6% |